Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
January 14, 2022
Wealth Managers: Let Personalization be Your GuideAbout a quarter of consumers surveyed by Broadridge say they've dropped firms due to lack of personalized service.
January 11, 2022
Fed Will Tackle High Inflation: Powell"If we have to raise interest rates more over time, we will," the Fed Reserve chair said Tuesday. "We will use our tools to get inflation back."
January 11, 2022
RIA Says Being Black, Under 30 Makes Him a 'Unicorn'RIA founder Samuel Deane explains the importance of having a niche and why he sees industry efforts to improve diversity as lip service.
January 05, 2022
Why Cash Flow Planning Is the Advice Clients WantGeneric retirement planning is no longer the answer.
January 04, 2022
The 'Shocking' Secret to Building Client LoyaltyFred Reichheld, creator of the Net Promoter score, tells ThinkAdvisor how to keep clients coming back for more.
December 29, 2021
12 Mistakes to Avoid When Doing the Party CircuitYou're at a New Year's Eve party, but it still means business for you. Here are a dozen don'ts to make the best of the event.
December 28, 2021
The Importance of Family in the Sales ProcessIt takes a village to raise a child. Why not sell to the village?
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 23, 2021
What 8 Advisors Will Do Differently in 2022: Advisors' AdviceHere's what one group of financial pros is thinking when it comes to time spent on planning, meetings and even breaks next year.